Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$145M
3
+$111M
4
V icon
Visa
V
+$106M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$93.8M

Top Sells

1
+$154M
2
+$143M
3
+$139M
4
GIS icon
General Mills
GIS
+$137M
5
AAPL icon
Apple
AAPL
+$110M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2.05M 0.01%
15,110
-2,143
1027
$2.05M 0.01%
44,359
+19,152
1028
$2.05M 0.01%
67,392
+12,714
1029
$2.05M 0.01%
43,160
+2,220
1030
$2.04M 0.01%
39,405
-643
1031
$2.04M 0.01%
155,300
-185,400
1032
$2.04M 0.01%
136,928
+41,918
1033
$2.03M 0.01%
+330,844
1034
$2.03M 0.01%
32,832
+2,604
1035
$2.03M 0.01%
245,289
+15,137
1036
$2.03M 0.01%
71,342
+446
1037
$2.03M 0.01%
84,732
+17,202
1038
$2.02M 0.01%
67,982
-13,812
1039
$2.02M 0.01%
91,236
+4,383
1040
$2.02M 0.01%
17,398
+1,448
1041
$2.01M 0.01%
152,045
+24,233
1042
$2.01M 0.01%
77,562
+15,015
1043
$2.01M 0.01%
62,725
-19,115
1044
$2.01M 0.01%
234,058
-17,500
1045
$2M 0.01%
23,006
+4,027
1046
$1.99M 0.01%
88,140
-350,310
1047
$1.98M 0.01%
6,072
-279
1048
$1.98M 0.01%
37,202
+9,215
1049
$1.97M 0.01%
164,177
+60,240
1050
$1.97M 0.01%
58,510
+360
40 41
42
43 44